Free CRM Application Template, No Coding Required

December 8, 2016

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In a rapidly changing business environment, implementing the right CRM application for your organization is a time-consuming and resource-intensive selection process. Many CRM vendors offer pre-packaged solutions that offer a wide array of features, but may not be tailored to your unique business model.

Forrester suggests that decision-makers must first analyze the general existing capabilities of cloud CRM offerings and then determine whether the remaining customization makes financial and technical sense. This could mean spending a tremendous amount of time and costs on evaluations, testing, integration, training, deployment, and maintenance.

Caspio offers a free CRM app template as an alternative approach, providing a simple starting point for customers looking to build their own CRM application. This ready-made template is free with any Caspio account and can be customized based on your exact requirements with little to no coding. Unlike most CRMs, Caspio supports unlimited users at no extra cost.

Feature highlights:

Manage follow-up dates, enter notes, and update the status for each contact

Track communication logs for each contact

View scheduled follow-ups on a calendar

Seamlessly deploy the app interfaces anywhere on your public or internal websites

Supports unlimited users, user roles and groups

Extend the app template to meet your specific requirements:

Customize the application interfaces and workflow based on your business processes

Add custom reports, dashboards, and data visualizations such as charts and maps

Using point-and-click tools, add more functionality to create a fully-featured CRM and make modifications just as easily